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CIK: 0001936603
Total reported value
$656.8M
$656.8M
310 檔
30.2%
During the Q1 2025 filing period, Ritter Daniher Financial Advisory LLC / DE (CIK: 0001936603) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $656.8M across 310 reported positions.
During Q1 2025, Ritter Daniher Financial Advisory LLC / DE's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 310 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.20% | +0.31% | +2.46% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 9.86% | -0.05% | +3.93% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.98% | -0.20% | +1.73% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.71% | +0.14% | +3.33% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 7.34% | +0.25% | +12.52% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.86% | -0.45% | +91.53% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.71% | +0.22% | -2.00% | |
| 8 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 3.72% | +0.42% | +53.31% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.29% | -0.21% | -3.14% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.49% | -0.20% | +8.05% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.31% | +0.01% | -0.36% | |
| 12 | LCNB | Lcnb Corporation | Stock-Other | 2.26% | +0.02% | — | |
| 13 | DFIS | Dimensional International Sm | ETF-Other | 2.15% | — | +90.81% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | -0.01% | -0.51% | |
| 15 | CTAS | Cintas CORP | Stock-Industrials | 0.96% | -0.06% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | +0.01% | +0.70% | |
| 17 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.72% | +0.03% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.07% | -0.87% | |
| 19 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.60% | — | -70.42% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.44% | +0.01% | -2.32% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | -0.01% | — | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.43% | +0.01% | — | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.42% | — | -0.60% | |
| 24 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.41% | -0.02% | -52.59% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.06% | -8.07% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.05% | -6.75% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.33% | +0.02% | -0.25% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | — | -1.20% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.30% | — | +21.08% | |
| 30 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.30% | — | -0.54% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | -0.25% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.26% | — | -1.65% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.02% | +2.23% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.10% | -0.22% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | -0.02% | — | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.25% | -0.03% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.03% | -2.25% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.24% | +0.01% | -6.66% | |
| 39 | TGRW | T Rowe Price Growth Stock Et | ETF-Other | 0.22% | — | -75.91% | |
| 40 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.22% | +0.02% | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.19% | +0.01% | +3.23% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | — | -5.49% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.04% | -2.60% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | — | -2.45% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.08% | -12.61% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.03% | -2.24% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | -0.18% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.14% | -0.01% | +29.97% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.03% | -4.14% | |
| 50 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.13% | -0.01% | -10.71% |
According to official SEC Form 13F filings, Ritter Daniher Financial Advisory LLC / DE reported a total U.S. public equity portfolio value of $656.8M across 310 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, DGRO, IEFA) accounted for 30.2% of total reported equity market value during Q1 2025.
During Q1 2025, Ritter Daniher Financial Advisory LLC / DE's top holdings by market value included IVV (21.2%)、DGRO (9.9%)、IEFA (8.0%). The largest single position, IVV, represented 21.2% of total portfolio value.
In Q1 2025, Ritter Daniher Financial Advisory LLC / DE made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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